Sunbelt Securities’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
27,703
+2,008
| +8% | +$125K | 0.15% | 126 |
|
|
2025
Q1 | $1.5M | Sell |
25,695
-2,008
| -7% | -$117K | 0.13% | 129 |
|
|
2024
Q4 | $1.72M | Buy |
27,703
+4,044
| +17% | +$251K | 0.15% | 127 |
|
|
2024
Q3 | $1.47M | Buy |
23,659
+300
| +1% | +$18.7K | 0.14% | 144 |
|
|
2024
Q2 | $1.37M | Buy |
23,359
+721
| +3% | +$42.2K | 0.14% | 144 |
|
|
2024
Q1 | $1.38M | Sell |
22,638
-882
| -4% | -$53.6K | 0.15% | 137 |
|
|
2023
Q4 | $1.3M | Buy |
23,520
+3,815
| +19% | +$211K | 0.16% | 142 |
|
|
2023
Q3 | $983K | Buy |
19,705
+3,520
| +22% | +$176K | 0.14% | 166 |
|
|
2023
Q2 | $846K | Buy |
16,185
+3,455
| +27% | +$181K | 0.12% | 183 |
|
|
2023
Q1 | $626K | Buy |
12,730
+960
| +8% | +$47.2K | 0.1% | 223 |
|
|
2022
Q4 | $569K | Buy |
11,770
+20
| +0.2% | +$967 | 0.11% | 225 |
|
|
2022
Q3 | $515K | Buy |
11,750
+2,940
| +33% | +$129K | 0.11% | 225 |
|
|
2022
Q2 | $399K | Sell |
8,810
-1,330
| -13% | -$60.2K | 0.08% | 283 |
|
|
2022
Q1 | $552K | Sell |
10,140
-765
| -7% | -$41.6K | 0.1% | 233 |
|
|
2021
Q4 | $581K | Sell |
10,905
-1,320
| -11% | -$70.3K | 0.09% | 241 |
|
|
2021
Q3 | $638K | Hold |
12,225
| – | – | 0.11% | 215 |
|
|
2021
Q2 | $638K | Buy |
12,225
+1,370
| +13% | +$71.5K | 0.11% | 215 |
|
|
2021
Q1 | $565K | Buy |
10,855
+270
| +3% | +$14.1K | 0.11% | 219 |
|
|
2020
Q4 | $487K | Buy |
10,585
+55
| +0.5% | +$2.53K | 0.1% | 232 |
|
|
2020
Q3 | $391K | Buy |
10,530
+550
| +6% | +$20.4K | 0.11% | 225 |
|
|
2020
Q2 | $355K | Sell |
9,980
-51,855
| -84% | -$1.84M | 0.12% | 202 |
|
|
2020
Q1 | $2.22M | Buy |
61,835
+24,085
| +64% | +$863K | 0.09% | 90 |
|
|
2019
Q4 | $1.4M | Buy |
37,750
+1,475
| +4% | +$54.7K | 0.15% | 146 |
|
|
2019
Q3 | $1.4M | Buy |
36,275
+26,770
| +282% | +$1.03M | 0.16% | 138 |
|
|
2019
Q2 | $369K | Sell |
9,505
-620
| -6% | -$24.1K | 0.16% | 166 |
|
|
2019
Q1 | $384K | Buy |
10,125
+1,625
| +19% | +$61.6K | 0.19% | 148 |
|
|
2018
Q4 | $282K | Buy |
8,500
+3,055
| +56% | +$101K | 0.16% | 164 |
|
|
2018
Q3 | $219K | Sell |
5,445
-55
| -1% | -$2.21K | 0.12% | 202 |
|
|
2018
Q2 | $214K | Buy |
+5,500
| New | +$214K | 0.13% | 196 |
|